CG vs. VOO
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or VOO.
Correlation
The correlation between CG and VOO is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CG vs. VOO - Performance Comparison
Key characteristics
CG:
0.92
VOO:
1.87
CG:
1.42
VOO:
2.50
CG:
1.18
VOO:
1.35
CG:
1.02
VOO:
2.80
CG:
3.21
VOO:
11.95
CG:
9.99%
VOO:
1.98%
CG:
34.79%
VOO:
12.73%
CG:
-62.70%
VOO:
-33.99%
CG:
-7.79%
VOO:
-4.03%
Returns By Period
In the year-to-date period, CG achieves a 0.10% return, which is significantly higher than VOO's -0.79% return. Over the past 10 years, CG has outperformed VOO with an annualized return of 13.96%, while VOO has yielded a comparatively lower 13.25% annualized return.
CG
0.10%
-3.99%
16.45%
32.51%
13.36%
13.96%
VOO
-0.79%
-3.48%
4.23%
23.66%
13.95%
13.25%
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Risk-Adjusted Performance
CG vs. VOO — Risk-Adjusted Performance Rank
CG
VOO
CG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CG vs. VOO - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 2.77%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 2.77% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CG vs. VOO - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CG and VOO. For additional features, visit the drawdowns tool.
Volatility
CG vs. VOO - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 10.89% compared to Vanguard S&P 500 ETF (VOO) at 4.65%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.